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Fountain pen with wooden handle, gold cap, and lined parchment paper on a wooden surface.

Estate planning can include:

  • Making a will - single or multiple wills;

  • Making a limited or continuing power of attorney for property;

  • Making a power of attorney for personal care;

  • Settling trusts, while alive (inter vivos), or through your will (testamentary);

  • Putting assets in joint ownership specifying right of survivorship;

  • Coordinating life insurance policies and beneficiary designations;

  • Preparing international or multiple wills where assets are held in other countries;

  • Charitable giving;

  • Planning for income tax, estate administration and other taxes.

Estate Administration can include:

  • Advertising for creditors

  • Paying debts of the deceased;

  • Paying a deceased’s taxes;

  • Locating wills;

  • Interpretation of wills;

  • Applying for a Certificate of Appointment of Estate Trustee with a Will or Without a Will (intestacy) - Also known as applying for probate;

  • Managing, selling and distributing an estate’s assets;

  • Administration of testamentary trusts;

  • Payment of Estate Administration Tax and Filing for income tax clearance.

Real Estate can include:

  • Buying property;

  • Selling property;

  • Refinancing a property.

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